See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,009 | $106,515-79.3% | $96,683-77.2% | $139,434-84.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.57% | 38.43%-20.9pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,307 | $4,103-68.1% | $3,737-65.0% | $4,751-72.5% |
| Participant deferral / active EE | $4,148 | $5,454-23.9% | $4,878-15.0% | $6,710-38.2% |
| Admin fee / account holder | $57 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |